Aya Charfi
About Aya Charfi
Aya Charfi is a Customer Service Representative with a background in finance and marketing, holding a Baccalauréat from École Telfer. She has extensive experience in customer service and financial advisory roles, currently working at MD Financial Management since 2020.
Work at MD Financial Management
Aya Charfi has been employed at MD Financial Management | Gestion financière MD as a Customer Service Representative since 2020. In this role, she engages with clients to provide support and assistance related to financial services. Her responsibilities include addressing client inquiries, facilitating transactions, and ensuring a high level of customer satisfaction. Aya's experience in the finance sector contributes to her effectiveness in this position.
Education and Expertise
Aya Charfi studied at École Telfer, where she focused on Marketing and earned her Baccalauréat from 2015 to 2019. Additionally, she attended Institut IFSE, completing a program in Services de soutien bancaires et financiers, which included training on Canadian investment funds in 2019. Aya is currently pursuing full Canadian Securities Course (CSC) certification, having successfully completed CSC1. Her educational background equips her with strong knowledge in finance and marketing.
Background in Financial Services
Aya Charfi has a background in financial services, having worked at Desjardins in various roles. She served as a Personal Financial Advisor from 2019 to 2020 in Ottawa, Ontario, and worked as a Financial Services Agent from 2018 to 2019 in the Ottawa region. These positions provided her with practical experience in client relations and financial advising, enhancing her skills in the finance industry.
Professional Skills
Aya possesses advanced computer skills, including proficiency in MS Word, MS Excel, MS Access, and PowerPoint. She is also proficient in three languages: English, French, and another unspecified language. With over three years of experience in the finance industry, she has developed strong closing and sales skills, which are essential for her roles in customer service and financial advising.
Previous Experience
Before her current role at MD Financial Management, Aya worked at The Westin Ottawa as a Guest Service Agent (GSA) from 2017 to 2018. This experience in the hospitality industry helped her develop customer service skills that are applicable to her current position in financial services. Her diverse work history contributes to her well-rounded expertise in client interactions.